Eighty-nine percent of investment professionals say heavy documentation demands affect their ability to efficiently produce thorough, timely records. The same 89 percent say compliance demands limit their ability to get “face time” with clients.
Brian O'Connell is a former Wall Street bond trader and author of the best-selling books, such as The 401k Millionaire. He's a regular contributor to major media business platforms. He resides in Doylestown, Pa. Brian may be reached at [email protected].